Modern Wealth Management’s Vertiv VRT Stock Holding History

Modern Wealth Management’s Portfolio VRT Stock Details VRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$553K	Buy	1,651 +462	+39%	+$147K	0.01%	688
2026 Q1	$308K	Buy	+1,189	New	+$264K	0.01%	706

Other funds holding VRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Modern Wealth Management's VRT Position: Q2 2026 in Review

Modern Wealth Management increased its Vertiv (VRT) stake by 39% in Q2 2026, buying an estimated $147K and bringing the position to 1,651 shares worth $553K. The position accounts for 0.01% of the portfolio, ranked #688.

Modern Wealth Management first reported a position in VRT in Q1 2026 and has held it in 2 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Modern Wealth Management held 1,651 shares of Vertiv worth $553K as of Q2 2026.
Modern Wealth Management bought 462 Vertiv shares in Q2 2026, an estimated $147K.
Vertiv made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #688 holding.
Modern Wealth Management first reported a position in Vertiv in Q1 2026 and has held it in 2 quarters since.
2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.